our approach

Our goal is to exceed client service expectations, anticipate future needs, and provide unbiased, clear solutions on a continual basis.

Mission

We help clients achieve financial independence, maintain it throughout retirement, and create a family legacy.

Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient and thoughtful manner. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive, team approach to serving your financial needs.

THE MFA PROCESS

Identify

We help you identify your short- and long-term financial goals, which become the road map for your financial plan.

Gather Information

We gather information ranging from your assets and liabilities to your risk tolerance and retirement objectives.

Research and Analysis

We analyze the information you provide and conduct additional research to create optimal strategies to help you achieve your financial goals.

Develop Solutions

We prepare and present a customized financial analysis and implementation proposal. Together, we determine a financial action plan.

Implement

Our role is to ensure your action plan is implemented in an efficient and timely manner. We schedule a follow-up meeting to review your overall investment strategy.

Monitor and Review

We monitor and review your investment portfolio to ensure that you stay on track to meet your financial objectives, even when your financial situation changes. We provide highly-individualized client service on a continual basis.

These links are provided as a convenience and for informational purposes only. The links are not part of FSC Securities Corporation,, Inc web site, and the link to outside websites does not mean that FSC Securities Corporation endorses or accepts any responsibility for the content, or the use, of the web site. FSC Securities Corporation, does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, MA, ME, MI, MN, NC, NJ, NY, OH, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Information Request

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Heather O’Neill

CFP®, ChFC®, President, Owner & Founder

Heather is President and Founder of Midwest Financial Advisors Group, a full service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 27 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs. In addition to managing the direction of the firm, she is an integral part of all investment research and oversees the customized planning solutions for each client.
Heather holds Series 7, 24, 63, and 53 registrations, a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ professional (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on both the Investment Advisory Council and National Education Task Force for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women's Advisory Board, which began in 2013. This 3-year commitment focused on serving women in mentorship, leadership, community outreach & development. Heather also served on the FSC Securities Corporation Board of Advisors in 2016.